A client that software guru helped a few years back was Bristol Cleaning, a window cleaning company established in Calgary, Alberta.
When software guru first assessed their workflow, Bristol Cleaning was a growing concern. They were using excel spreadsheets for almost everything – quote sheets, job sheets billing and accounting – a combination of one-off, weekly round-up and monthly round up spreads.
Whilst this worked reasonably effectively for a few jobs, it’s not difficult to see that this didn’t scale well. When BC got more clients, further work, and more staff, organizing the amount of files, alone, was a real headache. All these separate files to be cross-checked and managed. Work was lost, unpaid invoices weren’t always chased, and occasionally teams would be late for the jobs. Things had to change.
software guru was able to see that during a workflow, the same basic set of data – work-required (amount and size of windows), and site address – was carried along the process, from quote to job sheet, to bill, with extra info being added – team, scheduled time, cost, etc.
An access database was developed. This improved scheduling immensely. At the click of a mouse, free slots on a weekly schedule could be found, and assigned jobs. Unpaid bills could be automatically flagged. Previous customer’s details could be found quickly, so re-quoting could be done remotely, and more visits scheduled.
A set of unwieldy manual processes was turned into an efficient all-in-one solution for scheduling, billing, and staff payroll. And the workflow of the company didn’t change!– the application reflected the successful workflow– but time was saved and fewer mistakes were made; thus enabling Bristol Cleaning to grow even bigger as a company, becoming the largest single window cleaning company in Calgary.